TAGRX vs. BTO
Compare and contrast key facts about John Hancock Fundamental Large Cap Core Fund (TAGRX) and John Hancock Financial Opportunities Fund (BTO).
TAGRX is managed by John Hancock. It was launched on Oct 1, 1984. BTO is an actively managed fund by John Hancock. It was launched on Aug 18, 1994.
Performance
TAGRX vs. BTO - Performance Comparison
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TAGRX vs. BTO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
TAGRX John Hancock Fundamental Large Cap Core Fund | -10.79% | 9.98% | 21.14% | 32.23% | -24.86% | 29.16% | 20.55% | 35.06% | -14.09% | 19.63% |
BTO John Hancock Financial Opportunities Fund | 4.20% | 5.85% | 28.92% | -1.16% | -23.58% | 61.86% | -8.97% | 38.87% | -25.68% | 13.12% |
Returns By Period
In the year-to-date period, TAGRX achieves a -10.79% return, which is significantly lower than BTO's 4.20% return. Both investments have delivered pretty close results over the past 10 years, with TAGRX having a 11.29% annualized return and BTO not far behind at 10.87%.
TAGRX
- 1D
- -0.17%
- 1M
- -8.64%
- YTD
- -10.79%
- 6M
- -8.75%
- 1Y
- 4.60%
- 3Y*
- 11.73%
- 5Y*
- 6.91%
- 10Y*
- 11.29%
BTO
- 1D
- 4.88%
- 1M
- 2.50%
- YTD
- 4.20%
- 6M
- 3.43%
- 1Y
- 13.12%
- 3Y*
- 14.52%
- 5Y*
- 6.15%
- 10Y*
- 10.87%
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TAGRX vs. BTO - Expense Ratio Comparison
TAGRX has a 1.01% expense ratio, which is lower than BTO's 2.01% expense ratio.
Return for Risk
TAGRX vs. BTO — Risk / Return Rank
TAGRX
BTO
TAGRX vs. BTO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for John Hancock Fundamental Large Cap Core Fund (TAGRX) and John Hancock Financial Opportunities Fund (BTO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| TAGRX | BTO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.27 | 0.53 | -0.27 |
Sortino ratioReturn per unit of downside risk | 0.51 | 0.88 | -0.37 |
Omega ratioGain probability vs. loss probability | 1.07 | 1.12 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.16 | 0.82 | -0.65 |
Martin ratioReturn relative to average drawdown | 0.57 | 2.13 | -1.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| TAGRX | BTO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.27 | 0.53 | -0.27 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.34 | 0.20 | +0.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.30 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.30 | +0.16 |
Correlation
The correlation between TAGRX and BTO is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
TAGRX vs. BTO - Dividend Comparison
TAGRX's dividend yield for the trailing twelve months is around 13.55%, more than BTO's 7.25% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TAGRX John Hancock Fundamental Large Cap Core Fund | 13.55% | 12.09% | 13.00% | 6.67% | 6.76% | 7.82% | 0.30% | 0.53% | 14.05% | 8.22% | 2.96% | 1.22% |
BTO John Hancock Financial Opportunities Fund | 7.25% | 7.41% | 7.28% | 8.64% | 7.51% | 4.72% | 7.25% | 6.06% | 5.94% | 3.76% | 5.10% | 4.75% |
Drawdowns
TAGRX vs. BTO - Drawdown Comparison
The maximum TAGRX drawdown since its inception was -58.45%, smaller than the maximum BTO drawdown of -72.27%. Use the drawdown chart below to compare losses from any high point for TAGRX and BTO.
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Drawdown Indicators
| TAGRX | BTO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.45% | -72.27% | +13.82% |
Max Drawdown (1Y)Largest decline over 1 year | -14.04% | -16.79% | +2.75% |
Max Drawdown (5Y)Largest decline over 5 years | -29.10% | -51.80% | +22.70% |
Max Drawdown (10Y)Largest decline over 10 years | -36.96% | -65.70% | +28.74% |
Current DrawdownCurrent decline from peak | -14.04% | -8.00% | -6.04% |
Average DrawdownAverage peak-to-trough decline | -11.57% | -19.08% | +7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.06% | 6.45% | -2.39% |
Volatility
TAGRX vs. BTO - Volatility Comparison
The current volatility for John Hancock Fundamental Large Cap Core Fund (TAGRX) is 4.09%, while John Hancock Financial Opportunities Fund (BTO) has a volatility of 7.28%. This indicates that TAGRX experiences smaller price fluctuations and is considered to be less risky than BTO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| TAGRX | BTO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.09% | 7.28% | -3.19% |
Volatility (6M)Calculated over the trailing 6-month period | 9.70% | 16.38% | -6.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.74% | 24.68% | -5.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.18% | 31.47% | -11.29% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.49% | 36.21% | -15.72% |